Meet Your Team

Our team exists for one purpose: to help you make confident, informed decisions about your money. We bring experience, clarity, and a steady hand to every stage of your financial life.

  • Travis Cook

    Travis Cook

    Founder, CEO & Advisor

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  • Tyler Hoffmann

    Tyler Hoffmann

    President & Advisor

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  • Mark Brooks

    Mark Brooks

    Director of Wealth & Advisor

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  • Carrie Wrisberg

    Carrie Wrisberg

    Chief Compliance Officer

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  • Austin Harrison

    Austin Harrison CFA®, CMT®

    Director of Investments

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  • Gunnison

    Gunnison Heine

    Trading Services Associate

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  • Phillip Bacon

    Phillip Bacon

    Director of Operations

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  • Aidan Anderson

    Aidan Anderson

    Operations Manager

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  • Kerri Anderson

    Kerri Anderson

    Operations Specialist

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  • Brian Jackson

    Brian Jackson

    Director of Marketing

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